UniSuper Management 13F: Adds $22M to MU Stake

On October 26, 2026, UniSuper Management boosted its position in Micron Technology, Inc. (MU) by 20,754 shares, bringing its total to 323,108 shares. This move was disclosed in a filing with the SEC and reflects a change valued at approximately $22.1 million.

MU Micron Technology, Inc.

$903.70 ▲ +186.72% year to date

1M 3M YTD

Daily close · Oct 26, 2026

What Changed in UniSuper Management's Micron Technology Position

UniSuper Management increased its holdings in Micron Technology by 20,754 shares, which is a 6.9% rise from its previous total of 302,354 shares. The current reported value of its stake stands at about $3.44 million.

Where Micron Technology Fits in UniSuper Management's Portfolio

Micron Technology now represents 3.0% of UniSuper Management's total reported 13F value of approximately $11.49 billion. This position ranks ninth among the fund's holdings, indicating that Micron is a significant investment for UniSuper Management.

Other Institutional Activity in Micron Technology

Anderson Hoagland increased its position in Micron Technology by 732 shares, bringing its total to 1,126 shares valued at about $964,788. Signaturefd also added 1,117 shares, increasing its stake to 30,506 shares worth around $32.5 million. In contrast, Primecap Management Company reduced its holdings by 2,657,819 shares, now holding 19,217,236 shares valued at approximately $17.37 billion.

Micron Technology, Inc. Stock Up 3.0%

Micron Technology shares recently traded around $903.70, which is about equal to the price on the filing date. The stock is currently below its 50-day moving average by about 8% but remains above its 200-day average by approximately 23.4%. Over the past year, the stock is down about 28% from its 52-week high.

Recent Earnings

Micron Technology reported trailing twelve-month revenue of approximately $133.19 billion, with a year-over-year revenue growth of 379.3%. The company has an impressive net margin of 63.8% and a return on equity of 88.3%. Its next earnings report is scheduled for December 23, 2026.

Dividend

Micron Technology pays an annual dividend of $0.60 per share, resulting in a yield of about 0.07%. The company's dividend payout ratio stands at 70%.

Insider Buying and Selling at Micron Technology, Inc.

Several insiders sold shares recently, including CEO Sanjay Mehrotra, who sold 31,285 shares on July 24, 2026, and Officer Sumit Sadana, who sold 15,000 shares on August 18, 2026. These sales are part of their regular trading activities and do not necessarily indicate a negative outlook for the company.

Analysts Set New Price Targets

On October 1, 2026, Mizuho maintained an Outperform rating on Micron Technology with a price target of $1,400. DA Davidson also maintained a Buy rating with a target of $3,000 on October 7. The consensus among analysts suggests a strong buy recommendation, with a mean price target of approximately $1,561.91.

About Micron Technology

Micron Technology, Inc. is a leading provider of semiconductor memory and storage products. The company operates through various segments, including cloud memory and automotive solutions, catering to a global market across the U.S., Taiwan, China, and Europe.

Bottom Line

Investors should watch for Micron's upcoming earnings report on December 23, 2026, as well as any further filings from UniSuper Management and other institutional investors. With a strong position in the semiconductor industry, Micron continues to attract institutional interest amid fluctuating market conditions.